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Re: Things to do in and around Boulder, CO

El Dorado Canyon is just south and west of Boulder. Nice trails, in fact is the end of the Mesa Trail. Lots of rock climbing there. Lefthand Canyon Road is a nice ride but I do not know the condition post flooding. +1, or is it 2, to the Brainard Lake area. There are some nice hikes in the Nederland...
by Pedsmd
Sun Mar 30, 2014 4:56 pm
 
Forum: Personal Consumer Issues
Topic: Things to do in and around Boulder, CO
Replies: 16
Views: 1006

Re: Denver - where to stay, what to do and see?

Here are some other ideas for you. Take a mountain shuttle (or drive) up to Breckinridge and stay there. You can get around the area by the Summit Express bus if you don't want to drive. Lots of nice hikes in the area and a cute town. If you drive go over Loveland Pass, the exit is just before the t...
by Pedsmd
Mon Sep 02, 2013 11:46 pm
 
Forum: Personal Consumer Issues
Topic: Denver - where to stay, what to do and see?
Replies: 39
Views: 2281

Re: Next Step-Asset Allocation for 81 yr old. Please Help

Thank you Watty. We will take a look at the Target Retirement Income Fund.
Hopefully she will live many more years. :happy. She is quite healthy and active now.
She does have pretty good long term care insurance, however the preminums seem to be going up and up.
by Pedsmd
Sun Aug 25, 2013 12:42 am
 
Forum: Investing - Help with Personal Investments
Topic: Next Step-Asset Allocation for 81 yr old. Please Help
Replies: 2
Views: 455

Next Step-Asset Allocation for 81 yr old. Please Help

I am helping my 81 year old mother re-invest her funds now that she is out of her previous high expense investments. After the feedback from my earlier post most of her IRA funds have now been moved to a Vanguard brokerage account and are sitting in a MMF there. (Thanks to all who responded :D ). Ne...
by Pedsmd
Sat Aug 24, 2013 2:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Next Step-Asset Allocation for 81 yr old. Please Help
Replies: 2
Views: 455

Re: Annuity and other investment questions for an 81 year ol

Thanks again for the replies. So as it stands now I think I will recommend to her that she transfer the IRA funds (with the Stable Asset fund) to Vanguard and keep the life insurance. We have called twice now on the IRA deferred annuity and have been told there are no fees at this point. I do wonder...
by Pedsmd
Mon Jun 10, 2013 8:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Annuity and other investment questions for an 81 year old
Replies: 8
Views: 969

Re: Annuity and other investment questions for an 81 year ol

Mel, thank you so much for responding. Interesting. Sounds like it would be best to move the IRA funds to Vanguard along with everything else as the investment itself is confusing. All the other funds in the IRA are high cost so it was the only potential keeper. Plus it will simplify things even fur...
by Pedsmd
Sun Jun 09, 2013 11:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: Annuity and other investment questions for an 81 year old
Replies: 8
Views: 969

Re: Annuity and other investment questions for an 81 year ol

Thank BL for your response. She is currently re-investing the dividends. I guess I can just consider this part of her fixed income assets.
Hopefully someone will weigh in on the other 2 assets.
by Pedsmd
Sun Jun 09, 2013 8:42 am
 
Forum: Investing - Help with Personal Investments
Topic: Annuity and other investment questions for an 81 year old
Replies: 8
Views: 969

Annuity and other investment questions for an 81 year old

I am helping my 81 year old mother with her portfolio. We are in the process of rolling most of her current high cost IRA funds to Vanguard and liquidating her individual stocks. I will be posting a full portfolio review shortly. She has the following 3 assets that I am not that familiar with and I ...
by Pedsmd
Sat Jun 08, 2013 2:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Annuity and other investment questions for an 81 year old
Replies: 8
Views: 969

Re: Please Help with My Mother's Portfolio (81 years young)

Thanks Retiredjg. That is my goal in helping her with this. We have started the process of moving her funds to Vanguard. When everything is there I will post some tentative portfolios for critique. She has also liquidated some stocks that she had which I am very glad about (the taxable assets noted ...
by Pedsmd
Mon Apr 08, 2013 9:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with My Mother's Portfolio (81 years young)
Replies: 6
Views: 680

Re: Please Help with My Mother's Portfolio (81 years young)

Thanks to all of you who have replied. I will discuss the options with my mother and have her start the process of rolling over the funds to Vanguard. Good to know about Edward Jones, it was a recommendation from someone else! :? I figured it would not be the best option but thought I would ask. I l...
by Pedsmd
Sun Apr 07, 2013 6:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with My Mother's Portfolio (81 years young)
Replies: 6
Views: 680

Please Help with My Mother's Portfolio (81 years young)

My mother and I recently reviewed her finances and are thinking they could be much simplified. I am still a novice with all of this so I am asking all of you “wise ones” for help. Personally I think her portfolio is too aggressive for her age and her goal which is to “not run out of funds”. Knowing ...
by Pedsmd
Sun Apr 07, 2013 10:09 am
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with My Mother's Portfolio (81 years young)
Replies: 6
Views: 680

Re: Please Help with Portfolio

Thanks to both of you for your replies. @JWNearlyRetired- sorry I made things more confusing in my attempt to clarify. I will try again below, hopefully more successfully :happy . I have found your input on other threads to be very helpful. @ Peter Foley- I will make an appointment with Schwab. I th...
by Pedsmd
Sat Jan 26, 2013 11:43 am
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with Portfolio
Replies: 7
Views: 924

Re: Please Help with Portfolio

Bump.I am hoping for some replies. I edited my initial post with updated information based on some further reading and research.
@ Celia- Thanks for the link, it helped me clarify my target asset allocation.
@ JW Nearly Retired- I was afraid that was the answer. Thanks for responding.
by Pedsmd
Thu Jan 24, 2013 4:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with Portfolio
Replies: 7
Views: 924

Please Help with Portfolio

This is an edit of my initial post with my current thoughts and questions. I would greatly appreciate any input and I thank you in advance. I currently I understand investments just enough to be dangerous but I want to learn. My goal is to simplify my portfolio and position my funds for retirement i...
by Pedsmd
Mon Jan 21, 2013 12:35 am
 
Forum: Investing - Help with Personal Investments
Topic: Please Help with Portfolio
Replies: 7
Views: 924

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